LIC MF Short Term Debt Fund Regular vs Sundaram Short Duration Fund Regular Growth compare
Sundaram Short Duration Fund Regular Growth
LIC MF Short Term Debt Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Sundaram Short Duration Fund Regular Growth | LIC MF Short Term Debt Fund Regular - Growth |
---|---|---|
Fund | Sundaram Short Duration Fund Regular Growth | LIC MF Short Term Debt Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Low to Moderate |
Asset Size (Cr) | ₹217 Cr | ₹121 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹250 | ₹1000 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 09 May 2003 | 01 Feb 2019 |
Category | Short Duration | Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty Short duration Debt Index A-II | CRISIL Short Duration Fund BII Index |
Turn Over | % | % |
Expense Ratio | 1.14 | 1.32 |
Manager | Dwijendra Srivastava | Marzban Irani |
ISIN Code | INF173K01BA3 | INF767K01PT2 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Short Duration Fund Regular Growth | LIC MF Short Term Debt Fund Regular - Growth |
---|---|---|
1 Month | 1.76% | 1.8% |
6 Month | 4.64% | 4.58% |
1 Year | 9.3% | 8.88% |
3 Year | 6.96% | 6.25% |
5 Year | 6.33% | 5.33% |
SIP Return Analysis
Scheme Name | Sundaram Short Duration Fund Regular Growth | LIC MF Short Term Debt Fund Regular - Growth |
---|---|---|
6 Month | 2.81% | 2.82% |
1 Year | 9.69% | 9.39% |
3 Year | 8.05% | 7.58% |
5 Year | 6.85% | 6.03% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Short Duration Fund Regular Growth | LIC MF Short Term Debt Fund Regular - Growth |
---|---|---|
1 Year | 7.04% | 5.82% |
3 Year | 7.28% | 4.19% |
5 Year | 7.81% | 5.22% |
Risk Management
Scheme Name | Sundaram Short Duration Fund Regular Growth | LIC MF Short Term Debt Fund Regular - Growth |
---|---|---|
Standard Deviation | 1.013% | 1.17% |
Sharp | -0.227% | -0.85% |
Beta | 0.712% | 2.15% |
Alpha | -0.204% | 3.31% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Sundaram Short Duration Fund Regular Growth | LIC MF Short Term Debt Fund Regular - Growth |
---|---|---|
Name | Dwijendra Srivastava | Marzban Irani |
Total AUM | ₹14140 Cr | ₹1914 Cr |
Funds Managed | 14 | 6 |
Sundaram Short Duration Fund Regular Growth | LIC MF Short Term Debt Fund Regular - Growth |
Market Cap
Scheme Name |
Sundaram Short Duration Fund Regular Growth |
LIC MF Short Term Debt Fund Regular - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Sundaram Short Duration Fund Regular Growth |
LIC MF Short Term Debt Fund Regular - Growth |
---|---|---|
Others | 100 | 100 |
Top Comparisons
ICICI Prudential Smallcap Fund - Growth
3Y Returns16.18%
HSBC Small Cap Fund Regular Growth
3Y Returns18.39%
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
3Y Returns11.92%
Quant ESG Equity Fund Regular - Growth
3Y Returns14.66%
HDFC Low Duration Fund - Growth
3Y Returns6.78%
BANDHAN Low Duration Fund - Regular Plan - Growth
3Y Returns6.7%
INVESCO INDIA FOCUSED FUND - Growth
3Y Returns21.62%
Quant Focused Fund-Growth
3Y Returns13.45%